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Simon Property Group
SPG

Overview Fund Activity

712 hedge funds and large institutions have $51.1B invested in Simon Property Group in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 252 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
16.32%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.85%
New
78
Increased
252
Reduced
266
Closed
53
Calls
$299M
Puts
$362M
Net Calls
-$62.6M
Net Calls Change
+$12.9M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$615M
2
Bank of America
Bank of America
North Carolina
+$596M
3
Deutsche Bank
Deutsche Bank
Germany
+$136M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$107M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$96.3M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$429M
2
EVM
Eaton Vance Management
Massachusetts
-$266M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$161M
4
Morgan Stanley
Morgan Stanley
New York
-$141M
5
LIMS
Lasalle Investment Management Securities
Maryland
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
626
River Wealth Advisors
Pennsylvania
$47K +$47K +277 New
IWP
627
Icon Wealth Partners
Texas
$47K +$47K +279 New
SWA
628
Sutton Wealth Advisors
Florida
$46.6K – – –
FC
629
Ferris Capital
Massachusetts
$44K -$4.57K -27 -9%
BAMCO Inc
630
BAMCO Inc
New York
$42K -$4.3K -25 -9%
LFA
631
Legacy Financial Advisors
Kentucky
$40K +$4.85K +28 +14%
HCM
632
Highlander Capital Management
New Jersey
$39K – – –
AAP
633
Arax Advisory Partners
Colorado
$38K +$8.8K +53 +30%
LWS
634
Lucia Wealth Services
California
$38K +$24.4K +142 +180%
CCM
635
Covington Capital Management
California
$35K -$32K – –
OSNBOA
636
Old Second National Bank of Aurora
Illinois
$34K – – –
CFD
637
Creative Financial Designs
Indiana
$34K +$4.29K +25 +14%
AWM
638
AllSquare Wealth Management
New York
$34K +$34K +200 New
SF
639
Synovus Financial
Georgia
$34K +$34K +200 New
HFM
640
Harvest Fund Management
China
$34K +$34K +200 New
BWM
641
BerganKDV Wealth Management
Minnesota
$33K +$33K +195 New
PWAG
642
Polaris Wealth Advisory Group
California
$31K – – –
PFBT
643
Parkside Financial Bank & Trust
Missouri
$30K -$2.9K -17 -9%
CF
644
Centaurus Financial
California
$30K +$30K +175 New
CFG
645
Citizens Financial Group
Rhode Island
$28K – – –
AssetMark Inc
646
AssetMark Inc
California
$26K -$2.18K -13 -8%
AP
647
Atwood & Palmer
Missouri
$26K – – –
NPP
648
New Potomac Partners
Maryland
$26K – – –
FPS
649
Fieldpoint Private Securities
Connecticut
$26K – – –
EARNEST Partners
650
EARNEST Partners
Georgia
$26K +$26K +151 New
24 25
26
27 28